Clearview Wealth Advisors’s DT Midstream DTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4
| Closed | -$216 | – | 248 |
|
|
2023
Q2 | $216 | Hold |
4
| – | – | ﹤0.01% | 661 |
|
|
2023
Q1 | $212 | Hold |
4
| – | – | ﹤0.01% | 645 |
|
|
2022
Q4 | $235 | Hold |
4
| – | – | ﹤0.01% | 588 |
|
|
2022
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 593 |
|
|
2022
Q2 | $0 | Sell |
4
-29
| -88% | – | ﹤0.01% | 598 |
|
|
2022
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 517 |
|
|
2021
Q4 | $2K | Hold |
33
| – | – | ﹤0.01% | 581 |
|
|
2021
Q3 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 578 |
|